How DealHub CPQ + DealRoom Increases Sales Operations Productivity

50% of deals are won by the first company to respond with a quote. 33% of B2B buyers say sales cycle duration is their most significant pain point. Our DealHub CPQ + DealRoom generates quotes in 8 minutes and decreases the sales cycle by an average of 71 days compared to PDF/Word documents.

This eBook covers how DealHub achieves these results with next-generation technology that streamlines sales operations. It’s divided into three sections that explain how DealHub takes the old, manual processes that reduce sales operations efficiency and replaces them with streamlined automation:

1. DealHub CPQ:
   How to generate 100% accurate price quotes in minutes
2. DealHub CPQ + DealRoom:
   How to increase revenue at every sales cycle touchpoint
3. Best Practices for Accelerating the Sales Cycle
   How automating the sales process increases sales operations productivity and accelerates the sales cycle

Below, you’ll see why today’s advanced sales teams use DealHub to eliminate bottlenecks, accelerate their productivity, and achieve more revenue.

Companies that rely on manual processes to generate price quotes face many sales operations productivity challenges that increase the amount of time it takes to respond to customers. This significantly reduces the revenue they achieve.

A study by InsideSales.com published in the Harvard Business Review revealed that companies that don’t respond to sales leads within five minutes risk losing them forever. Being the first to qualify a lead increases the odds of progressing that lead in the pipeline 21 times when the lead response is five minutes as opposed to 30 minutes.

Considering the average time to respond to leads is 61 hours, companies are losing revenue simply because their competition is responding faster to prospects. One of the main reasons for this is how long it takes companies to generate quality sales quotes.

Quality quotes require companies to follow the Configure – Price – Quote process:

Each of these stages in the Configure-Price-Quote (CPQ) process is an umbrella term to capture the end result of a series of business decisions.

Here are just a few examples:

• Accurately configuring products requires knowing which products must be bundled together to ensure operability
• Expert pricing for individual orders requires real-time knowledge of changes in pricing strategy
• Subscription management requires streamlining renewals, upsells, and cross-sells
• Manual processes cannot handle all of this complexity efficiently. Even if an accurate quote is generated, it takes much longer than it should.

Next-generation CPQ technology automates manual processes

Today’s advanced sales teams increase their sales operations productivity by automating these processes with next-generation CPQ technology.

This is a major mindset shift. In the past, companies relied primarily on sales reps’ experience with product and pricing models to decrease the amount of time it took to generate an accurate quote. And when they did finish a quote, any required approvals were handled manually.

Manual quoting was time-consuming and error-prone. Reps could make mistakes in the product and pricing configurations. Or, reps could “go rogue” and offer terms that actually harm the company’s margins. In addition, many versions of the quote might be created during the approvals process, which would require reconciliation before a finalized quote could be sent to a prospect.

Today, these inefficient processes are no longer enough to achieve the sales operations productivity required of today’s highest-performing sales teams. High-performing teams use automation and a single source of truth for products, pricing, and discounts to prioritize three things:

How DealHub CPQ achieves maximum revenue impact

DealHub CPQ is the next-generation technology that accomplishes all of these things. It increases sales operations productivity by empowering sales reps to improve quote speed and accuracy, streamline approval workflows, perform margin control, and more. Sales teams can use it to streamline their sales processes in a number of ways:

Guided selling sales playbooks

Instead of wasting time manually pulling data from Excel sheets, price lists, and product documents—a process that’s slow and prone to errors—sales reps can use DealHub’s guided selling playbooks to generate quotes instantly. The system automatically pulls accurate pricing and product information from the back end, ensuring every quote is correct the first time.

Our sales playbooks are highly intuitive and easy for sales reps to use. They ask reps a series of questions about their deal, and then use their responses to create the quote.

No matter how complex the configuration and pricing, DealHub CPQ always generates a quote that is 100% accurate to the specifics of the deal.

Parallel approval workflows

In many sales organizations, a “deal desk” reviews every quote before it goes out the door, ensuring it meets the company’s pricing, product, and policy requirements.

Traditionally, this has meant slow, manual review cycles. In large companies, quotes might need to be reviewed by multiple specialists (commercial, legal, and technical) often at the same time. While essential for preventing costly errors such as incorrect product configurations or excessive discounts, this process can create a maze of back-and-forth communication and time-consuming manual tasks, pulling stakeholders away from their core work.

DealHub CPQ streamlines this with automated, parallel approval workflows. Any change a rep makes to a quote generated by their guided selling playbook is instantly routed to the right decision-makers for review.

Reps gain the flexibility to adjust quotes while guardrails protect profitability and compliance. And because every update happens within a single, centralized source of truth, there’s no need to reconcile multiple versions before finalizing. This saves time, eliminates errors, and keeps deals moving forward.

Subscription management & co-terming

Old CPQ technology handles contracts with recurring subscriptions and multiple licenses poorly. Renewals and expansions often require organizations to revisit contracts as provisions change. Pricing provisions may increase some products but not others, or new licenses might have been added during the year.

Maximizing revenue from subscriptions requires accurate upselling and cross-selling bundles, which sales reps struggle to optimize and can even overlook entirely. Co-terming is also problematic, since it requires complex reconciliation of old and existing contract terms and pricing discounts.

DealHub CPQ tracks everything automatically, so subscriptions and renewals can be sent out quickly. It uses data from previous deals to automatically deliver real-time insights into optimized bundles based on the buyer’s profile. That ensures both accuracy and maximum revenue impact. In addition, it can automatically perform complex co-terming contracts when generating a new quote at the end of an existing agreement.

CPQ is just the beginning

DealHub CPQ empowers sales teams to generate accurate, error-free quotes in minutes, no matter how complex the deal. Without it, sales organizations risk losing revenue opportunities. Manual quoting slows down the process, giving competitors a chance to respond first and drastically reducing win rates.

But while CPQ is a critical piece of the puzzle, it’s only the starting point for maximizing revenue from your pipeline. Once a quote is created, it still needs to be incorporated into a contract and packaged into a complete, compelling sales proposal. CPQ alone doesn’t handle these stages—leaving significant portions of the sales cycle untouched.

That’s why top-performing sales teams go beyond CPQ, streamlining everything from quote to close. By automating the post-quote process, they eliminate delays, reduce risk, and keep deals moving forward.

With DealHub, that next step is DealRoom—a collaborative digital sales space that extends the CPQ process and drives revenue growth at every touchpoint. It brings quotes, contracts, and proposals together in one unified, interactive platform, ensuring nothing falls through the cracks and every deal reaches the finish line faster.

Generating a quote is the first step. Sellers must deliver superior experiences to buyers throughout the entire contract negotiation process.

This is where our DealRoom comes in. Just like DealHub CPQ works to streamline manual quoting processes, DealHub works to both eliminate inefficiencies and capitalize on revenue-generation opportunities at every stage of the sales cycle, from quote to close.

DealRoom takes the capabilities of DealHub CPQ and adds sales proposal generation, contract lifecycle management (CLM), and advanced analytics. The result is a complete contract lifecycle accelerator to increase revenue. Every stage of the sales process is optimized so that you can sell smarter and achieve the maximum revenue impact from your sales pipeline.

Here’s how DealRoom empowers organizations to create a better buyer experience at every touchpoint:

Sales proposals, reimagined

Traditionally, CPQ stopped at producing a quote—just the product and pricing details—leaving reps to manually compile contracts, terms, and supporting materials. This fragmented process slowed deals and increased the risk of costly errors.

DealRoom transforms that outdated approach. It extends CPQ beyond quoting, automatically generating complete, buyer-ready sales proposals. Every proposal includes accurate commercial terms, pre-approved legal clauses, and integrated e-signature, eliminating manual assembly and ensuring consistency across every deal.

The result? A single, polished proposal that’s accurate, compliant, and ready to sign, delivered in a personalized, interactive microsite that keeps deals moving forward.

Contract management, simplified

Basic CPQ stops short when it comes to managing contracts. If a rep wants to adjust terms—say, separating two products typically sold together—they often have to chase approvals from Sales management and get legal guidance on updating clauses. That means separate requests, scattered communication, and time-consuming manual coordination.

DealRoom eliminates that bottleneck. It automates redlining and contract approvals, managing every change within a single source of truth. Stakeholders receive instant notifications when their input is needed, keeping deals moving without endless email threads or version confusion.

Once terms are finalized, integrated e-signature capabilities make it possible to sign and close the deal immediately, turning what used to be days of back-and-forth into a streamlined, same-day process.

Engagement tracking that puts you ahead

Traditional CPQ treated quotes as standalone documents, disconnected from the rest of the sales process and lacking any real insight into buyer behavior. Sales reps had to rely solely on direct communication to gauge engagement, leaving many opportunities to slip through the cracks.

Today, DealHub’s DealStream changes the game by providing real-time visibility into how prospects interact with proposals. Reps receive instant alerts whenever a buyer opens a document, shares a link, fills out a form, or leaves a comment, so they can respond immediately to hot opportunities or re-engage cold leads.

With DealStream, sales teams can read the buyer’s “digital body language” through a live activity feed that tracks every interaction from every stakeholder. This actionable insight helps reps tailor their follow-up and move deals forward with confidence and precision.

Deliver custom content that engages

Basic CPQ tools stop at generating quotes. They don’t factor in who the buyer is, what matters most to them, or how they interact with the sales process. As a result, reps miss opportunities to deliver the right content at the right time, weakening their connection with prospects.

DealRoom bridges that gap. It tailors quotes to specific buyer personas and gives reps real-time visibility into how prospects engage with every asset.

Inside each DealRoom, reps can add a carefully curated mix of content—customer testimonials relevant to the buyer’s industry, explainer videos that simplify complex features, detailed product sheets, ROI calculators, and more. Each piece addresses unspoken questions, tackles objections, and reinforces your value.

Because DealRoom tracks engagement with these assets, reps instantly see what’s resonating and where the buyer’s focus lies. This insight lets them fine-tune their follow-up, prioritize conversations, and deliver precisely the messaging that moves the deal forward.

The DealHub data lab assessed more than 193,000 of our customers’ deals and $25 billion in revenue processed through the DealHub platform.

It resulted in this significant finding: sales win rate increases by up to 3X when sales teams use our Digital DealRoom as opposed to traditional documents like PDFs and Word files.

Real-time data insights

Legacy CPQ tools operate in isolation, leaving sales teams to review deal data only after the fact. This reactive approach misses critical opportunities to guide reps in real time and close more deals as they happen.

DealHub changes the game by delivering up-to-the-minute data insights throughout the sales cycle. Reps can build accurate pricing and product bundles, gauge buyer intent, and manage their pipeline with precision, accelerating sales velocity and improving win rates.

DealHub’s DealHub CPQ + DealRoom combination is how today’s high-performing sales teams achieve more revenue.

DealHub is effective because it automatically empowers teams to follow best practices for increasing their sales operations productivity. Below, we look at the strategic objectives that sales leadership should prioritize for their teams, and highlight how DealHub achieves each one.

1. Decrease sales cycle length
2. Boost deal visibility
3. Use technology wisely
4. Train new hires quickly
5. Reduce time creating proposals and content

Decrease sales cycle length

How many tools does your sales team juggle from prospecting to closing? Constantly switching between disconnected systems and duplicating data wastes time and delays revenue.

To speed things up, every stage of the sales process needs to be seamlessly connected within a unified revenue platform. This eliminates busywork, reduces errors, and automates proposal generation.

DealHub analyzed sales cycle lengths across our customers and found that deals using traditional PDF or Word quotes took on average 71 days longer to close than those using our DealRoom sales proposal software.

Why? DealRoom consolidates everything from sales collateral and configured quotes to contract negotiation, statements of work, forms, and e-signature, into one personalized microsite. This all-in-one approach accelerates every step, saving time for everyone involved.

Plus, DealRoom significantly reduces the time reps spend creating and managing quotes compared to outdated PDF or Word methods, freeing them to focus on what matters most: closing deals.

Boost deal visibility

Keeping deals moving means knowing exactly where they stand, and who’s holding them up. If a proposal or signature is stuck with a stakeholder, your rep needs that insight to follow up and keep the momentum alive.

Sales operations should equip teams with real-time engagement tracking and intuitive dashboards that highlight deal status and buyer activity at a glance. These detailed insights help reps focus on the right accounts and reveal which sales strategies are driving success.

By improving visibility and optimizing resource use, sales operations can significantly increase team productivity and accelerate revenue growth.

Use sales technology wisely

According to research completed by Miller Heiman, a third of sales operations teams have invested in 20 out of 25 sales tool categories. But more tools often means time wasted, duplication of efforts, and disparity in data. It also means more vendors to work with, more tools to learn, higher costs, and gaps in coverage.

Equally troubling is the fact that sales teams have no single source of truth about buyers. Instead of needing more tools, sales teams actually need fewer tools; a horizontally-connected solution that covers the sales cycle from end to end.

You may have added technology over time to meet the needs of your sales team to optimize each touchpoint in the buyer’s journey.

As your needs evolve, you discover areas for improvement, as tools overlap or gaps become more apparent. Ask yourself these questions to uncover opportunities to maximize your use of sales technology.

• Where are you incorporating technology throughout the process and where are the gaps?
• Where is there duplication of functionality in our current tools?
• How can you better engage prospects throughout the sales process?
• Where are you spending too much time on manual administrative tasks?
• Where are the bottlenecks in your current sales cycle?
• Where are the opportunities for analytics on buyer interest?
• How can we increase conversions throughout the pipeline?
• Where are you using tools that aren’t giving you the ROI you expect?

Keep in mind, the sales process is everything. Your tech isn’t your process; your tech must automate your process. The technology you use makes the process scalable.

Consolidate several stages of the deal process using a horizontally-connected solution that makes selling an intuitive process. Doing so will improve the efficiency and effectiveness of your sales operations.

Train new hires quickly

The quicker new sales hires master your process and tools, the sooner they start closing deals. Yet many organizations struggle here. According to RAIN Group, it takes the average rep 3 months just to be ready to speak with buyers, 9 months to feel competent, and 15 months to hit peak performance.

That’s too long. Your technology should accelerate onboarding, not slow it down.

DealHub CPQ changes the game with guided selling playbooks that standardize how reps interact with buyers. These playbooks keep conversations focused on buyer needs, creating confidence for both the salesperson and the prospect.

New hires get a clear, step-by-step guide that helps them engage with customers from day one. No guesswork. No awkward improvisation. The system automatically triggers the right questions at the right time, walking them through each stage of the sales call so they can start contributing to revenue faster and with greater confidence.

With DealHub CPQ, we’ve seen new hires outperform experienced sales reps within just a few months.

Reduce time creating proposals and content

Sales proposals can win or lose a deal. Yet too often, reps spend hours manually customizing templates, hunting for the right content, and piecing together multiple attachments, while prospects lose interest or turn to competitors. To stay competitive, proposals must be created in minutes, not hours.

Traditional PDFs or Word files with scattered attachments slow the process for both reps and buyers. What sales teams need is the ability to:

• Build proposals directly within one sales playbook that includes pricing, approval workflows, and contract redlining
• Embed relevant marketing collateral seamlessly
• Share a complete proposal from a single, centralized location

In many companies, each sales stage triggers a new email and fresh attachments, forcing buyers to juggle parallel email threads and manually compile materials for their stakeholder committee—often 5 to 7 people.

With DealHub, every asset from qualification to close lives in one personalized DealRoom. It’s a branded microsite containing your price quote, contract redlining, tailored sales content, terms and conditions, forms, and e-signature. It’s a faster, cleaner, and more engaging experience that sets you apart from competitors.

The fastest, most effective Sales Ops teams have one thing in common: unified technology that streamlines every step from quote to close.

With DealHub CPQ, sales teams can configure products, set pricing and discounts, and generate accurate, buyer-ready quotes in minutes. Guided selling accelerates onboarding, shortens time-to-value, and keeps reps focused on selling, not admin work.

Pair it with DealRoom, and you take proposals to the next level and create a collaborative experience. Instead of piecing together PDFs and endless email attachments, reps send a single, personalized microsite containing everything the buyer needs—quotes, contracts, content, terms, forms, and e-signature. It’s faster, cleaner, and more engaging for everyone involved.

By combining CPQ and DealRoom into one seamless workflow, Sales Ops leaders eliminate bottlenecks, reduce friction, and ensure every touchpoint is efficient, accurate, and on-brand. The result? Higher productivity, shorter sales cycles, and more closed deals.

Separate tools create silos. A connected sales stack, built around DealHub, empowers your team to move deals forward with speed and precision.

Asure Software deployed DealHub’s CPQ solution to streamline its entire quote-to-order sales cycle. Sales reps were able to familiarize themselves with DealHub’s intuitive workflows quickly which reduced training time. The company realized increased productivity and cost savings across both its sales and legal departments.

By transitioning away from its legacy system, Asure Software:

• Reduced sales training time by 85 percent
• Realized an annual ROI of 190%

DealHub CPQ + DealRoom is an essential part of DealHub’s revenue hub. It operates natively within Salesforce, Microsoft Dynamics 365 for Sales and Freshworks CRM, connecting all of the sales stages as one workflow to create proposals and contracts, send price quotes and close deals.
Substituting separate standalone solutions for a unified collaborative platform inherently increases efficiency and productivity. It’s the new way to create a Sales Ops strategy that companies can use to differentiate themselves from their competitors.

DealHub delivers a complete quote-to-revenue platform purpose-built to accelerate sales and drive predictable growth. Our flexible, no-code solution empowers enterprise and mid-market teams to streamline the entire revenue process—from configuration and pricing to contract management, billing, and renewals.

With DealHub CPQ at its core, revenue teams can build custom workflows, adapt quickly to changing business needs, and maintain full control over the sales process. It’s intuitive for users, easy to implement, and seamlessly connects sales, legal, finance, and operations.

DealHub’s unified platform brings consistency to every deal interaction. Digital DealRooms centralize buyer and seller communications, making collaboration easier, faster, and more transparent throughout the deal cycle.

Backed by a guided Sales Playbook and fully integrated CPQ, CLM, Billing, and Subscription Management tools, DealHub enables your team to:

• Generate accurate, real-time quotes
• Accelerate contract approvals
• Deliver personalized, relevant content
• Simplify billing and subscription workflows
• Close bigger, more complex deals, faster

Integrating with leading CRMs (Salesforce, Microsoft Dynamics, HubSpot, and Freshworks) and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value.

One platform. One source of truth. One seamless revenue motion. That’s the power of DealHub.